The AAII Boston Chapter presents...

The Investor’s Quest: Obtaining an Edge

    Discussed by:

    Ray Rondeau
    CMC Investing

It’s a fact that markets change and evolve. We are now in a trader’s market environment and having an understanding of the basic elements of technical analysis and risk control is a requirement to succeed in today’s new investment world. The good news is that many of the basic and most important concepts can easily be learned and applied by anyone, and without the need for any specialized software or costly training. The presentation introduces attendees to techniques used in these strategies that are frequently used by professionals to get that elusive edge on the markets. We start by examining a basic approach to keeping individual equity positions relative to each other so that they have an equal effect on the overall equity portion of their portfolio. We then proceed by taking these volatility adjustment weightings and explaining some of the basic principles of creating and maintaining an equity market neutral position in the markets.

Attend This Meeting and Learn...
The core principles and beliefs of a technical approach and why it works
Why a technical approach is so important and a necessary component for the retail investor
Some simple, effective defined strategies that can be utilized immediately

Thursday, November 1, 2012
5:50 – 6:50 p.m.    Investment Education Workshop
5:40 p.m.    Registration/Social
7:00 p.m.    Sit Down Dinner
8:00 p.m.    Program
9:20 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
Advance Registration
(by 10/29), Program & Dinner, $45/person**;
Program Only, $15/person**
At the Door
Program Only, $20/person**
Investment Education
Workshop Only,
$10/person at the door
**All main event prices
include admission to the
Investment Education

  Special Interest Groups (SIGs)

Boston Special Interest Groups

Note: ALL information is subject to change. Please contact your SIG leader if you have any questions regarding dates, times and topics.

Cape Cod—Information/to be placed on group’s email list: John Chamberlain at 302/236-8202 or Meetings cover a variety of current investment and financial topics, contoured to the desires of the group’s members and meeting attendees. The meetings consist of both local professional speakers and active member participation, creating both an educational and enjoyable environment for all involved. Meetings are held on the first Wednesday of each month from 7:00 – 8:30 p.m. in the conference room at the Cape Cod Community TV Center, 17 Shad Hole Road, Dennisport, MA. Upcoming meetings: October 3 (no meeting), November 7 and December 5.

Common Stock—Information/meeting location: Mark Sheingold, 617/469-5290 or Meets on the second Tuesday of every month, 7:00–9:00 p.m., at 8 Alton Place, Suite 3, Brookline, MA. Members participate, sharing ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, management, etc. All investment approaches and levels of experience are welcome. Upcoming meetings: October 9, November 13 and December 11.

Computerized Investing—Information/to be placed on group’s email list: Larry Bradley, 781/581-0075 or Meets on the fourth Monday of each month (except Aug and Dec), 7:00–9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Meetings typically include discussion of technical analysis investment procedures, some fundamental techniques, or inter-market relations. Discussions are led by members, vendors or professional investors. Upcoming meetings: October 22, November 26 and December (contact coordinator).
Mutual Funds—Information/meeting location: Ted Yoos, 781/229-5809 or Meeting will focus on strategic methods of evaluating and selecting individual mutual funds and how to build a well-diversified, tax-efficient portfolio from those funds. Content will be covered via active member discussions and presentations from regionally based fund mangers and professional investment advisors. Meetings are held on the third Wednesday of each month, 7:00–9:00 p.m. in the auditorium at 85 Wells Avenue, Newton, MA. Upcoming meetings: October 17, November 28 (note date change) and December 19.

Retirement Investing—Information/to be placed on the group’s email list: contact Robert Zakon, 617/964-3311 or Due to the extreme gyrations of the financial markets and corresponding investor concerns, we will focus on information that is appropriate for longer-term retirement-based investors. Meetings are held on the second Thursday of each month, from 7:00–9:00 p.m. in the Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA 02494. Upcoming meetings: October 11, November 8 and December 13.

Rhode Island Market Mavens—Information/to be placed on the group’s email list: Raymond Rondeau, 401/451–4163 or For maps and detailed information on upcoming meetings, please log on to Meetings are held in a semiformal setting with active participation highly encouraged, with various professional guest speakers frequently presenting. The primary focus of the group is exploring new investment tools and products, specifically focusing on efficient ways to utilize them in today’s current and ever-changing market environment. Meetings are held on the second Wednesday of each month, from 7:00–9:00 p.m. in the Community Room at Stop&Shop, 333 West River Street, Providence, RI 02909. Upcoming meetings: October 10 (special event/RI College), November 14 and December 12.

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